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Supply Chain Strategy

You know how to improve operations. How do you get your company on board?

Nick Rakovsky
CEO, DataDocks
Nick is the CEO of DataDocks, the dock scheduling and yard management platform he co-founded in 2013. He leads product strategy and works directly with enterprise warehouse and distribution operations across North America.
First Published: Today
2 min read

You want to automate part of warehouse receiving. The team could spend less time entering delivery information and have more time to check the goods. You’ve explained how the change would work, but the proposal still hasn’t been approved.

The value can feel obvious when you work with the process every day. Someone approving the spend may be asking a different question: what does this help the company achieve, and why should we fund it now?

I think operations people sometimes underestimate how much of the job involves selling an idea internally. You can understand exactly how to improve the work and still need to help other people see why it matters.

I’d start with what the company is already trying to achieve. If leadership wants to handle more volume without adding another shift, explain how your receiving proposal could contribute. What work would it remove? What would people do with the time? What else would have to change before the warehouse could actually handle more deliveries?

Those questions help you build a case someone else can assess. They also expose where your own reasoning needs work. If you can’t explain how the change contributes to the outcome, you need to investigate that before asking people to commit.

Sometimes it helps to bring the decision-makers onto the floor. Follow a delivery with them. Show where someone enters information, where another person checks it, and where work waits. Let them see the particular task you want to change and talk through what would happen differently. It’s easier to discuss the value when everyone understands the work involved.

I’d also work backwards from where we want to be. The full improvement might require several changes, and we may only have the money or capacity to take the first step. Explain what that step achieves on its own, what it lets us learn, and what would still need funding later.

For receiving, that might mean trying the change on one shift and checking whether it removes enough administration to give people more time for the goods themselves. Agree what you’ll measure and when you’ll review it. If a later stage is expected to reduce overtime, show what has to happen between this first change and that result.

Depending on your role, you may also need someone senior enough to help secure the people, budget or decisions involved. Give that person a case they understand and can explain to others. Their support needs to survive the questions that come after the first meeting.

Before presenting the proposal again, make the request specific. What do you need permission to do now? What will it cost? What should the company learn or gain from it? When will you come back with the results? Give people a clear next step they can get behind.

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